Vincent Serratore Email & Phone Number
President and Chief Executive Officer - Heritage Financial Group @ Heritage Financial Group, Inc
Vincent Serratore Location
Boston, Massachusetts, United States
Vincent Serratore Work
- 2002 - now President and Chief Executive Officer - Heritage Financial Group @ Heritage Financial Group, Inc
- 2012 - now Senior Managing Director @ Heritage Wealth Management
- 1997 - 2001 Sales Vice President and Wholesaling @ John Hancock Investment Management
- 1995 - 1997 Financial Advisor @ Boston Partners Financial Group, LLC
- 1995 - 1996 Sales Associate @ John Hancock Financial Services
- 1995 - 1995 Small Business Loan Fund Officer @ State of Rhode Island
Vincent Serratore Education
- Bryant University
Bachelor Of Science (Economics, International Studies)
1992 - 1995 - College for Financial Planning
Vincent Serratore Skills
- Investment Analysis
- Wealth Management
- Retirement Planning
- Social Security
- Charitable Gift Planning
- Valuation
- Finance
- Investment Strategies
- Small Business
- Asset Allocation
Vincent Serratore Summary
Vincent Serratore, based in Boston, Massachusetts, United States, is currently a President and Chief Executive Officer - Heritage Financial Group at Heritage Financial Group, Inc. Vincent Serratore brings experience from previous roles at Heritage Wealth Management, Inc., John Hancock Investments, Boston Partners Financial Group, LLC and John Hancock Financial Services. Vincent Serratore holds a 1992 - 1995 Bachelor Of Science in Economics, International Studies @ Bryant University. With a robust skill set that includes Investment Analysis, Wealth Management, Retirement Planning, Social Security, Charitable Gift Planning and more. Vincent Serratore has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Heritage Financial Group, Inc Employees
-
Chris Pollock
President at Heritage Financial Group, Inc
Elkhart, IN, US13 -
Jeff James
Vice President at Heritage Financial Group, Inc
Cincinnati, OH, US32 -
Sharon Hansen
President and Owner at Heritage Financial Group, Inc
Mount Vernon, WA, US21 -
Jesus Arteaga
Partner at Heritage Financial Group, Inc
Miami, FL, US5+ -
Dan Morrison
Co-CEO at Heritage Financial Group, Inc
Elkhart, IN, US13 -
42
-
54
-
Brandi Ad
PROPERTY MANAGER at Heritage Financial Group, Inc
Pensacola, FL, US25 -
Christy Tinder
Property Manager at Heritage Financial Group, Inc
Galesburg, IL, US45 -
Melissa Burridge
Director of Recruiting at Heritage Financial Group, Inc
Salt Lake City, UT, US31 -
Julia Guess
Property Manager at Heritage Financial Group, Inc
Richmond, IN, US45+ -
Melanie Herendeen
Corporate Human Resources Manager at Heritage Financial Group, Inc
Niles, Michigan, United States22
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